Working With Reference Data In A Custom Extension

Introduction and Use-Case

This article provides a fictitious example of one possible option for integrating data from an external system with Oracle Sales Cloud. It's intended to highlight particular considerations involved and provide an illustration.

Let's setup a simple use-case. Our business users would like to see some financial performance data when dealing with their customers. This will help them make more informed decisions when managing customer account records. The financial data is held in (more...)

Updated Whitepaper: Performance Best Practices for Extending Oracle Sales and Engagement Cloud

Back in November 2015 we shared the first edition of the whitepaper entitled 'Customizing Oracle Sales Cloud Using Application Composer - Performance Best Practices'. This then became My Oracle Support document 2170121.1. What is interesting is that the content has evolved over time, based on best practices collected from real observation. The content was also reorganized based on the logical workflow of a customization project, as:

  • Before Implementation: Custom Objects, Custom (more...)

Using Account Ticker and RSS Feeds in Oracle Sales Cloud Mobile

Stock Symbol 

If you enter the Stock Symbol value for your customer Account records, the Sales Cloud Mobile App will show this and hyperlink it so that it shows details from Yahoo finance. Note that adding the stock symbol value is by default done in the More Details pages (desktop UI) but could be exposed on the simplified pages by customizing the Layout - ensuring this data is completed and the mobile app has this (more...)

Quickly Change Any User To Have Read-Only Access

The use-case for this is where a user requires short-term access to the system but should not be able to actually create or change data. Examples might be as-yet-untrained new hires, auditors checking data, and help-desk staff doing restricted troubleshooting.

This feature is certainly NOT an alternative to the proper custom security implementation. As shown below the long-term solution is to use the Security Console to create a dedicated view-only Job (or Duty) Role with (more...)